Simon holds a master’s degree in Wealth Management, is a Bachelor of Laws and was awarded the Diploma in Financial Planning by the Chartered Institute of Insurance in 2012. Although able to advise in all areas, Simon has recently focused on income in retirement advice, strategic financial planning for business owners and value-added investment portfolios.

Simon’s other responsibilities within Grosvenor Partners Financial Services include all matters related to people development and long-term strategic planning. Simon shares the views of fellow co-directors, Jonathan and Darren: “As the change of pace only seems to increase, we firmly believe that our clients' need for advice and guidance has never been greater. Couple this with the overall reduction in the provision of financial advice in the UK, we find our clients frequently ask for help with family members and friends, which we are delighted to provide. Our advice is underpinned by a bespoke service agreement with each client.”

Away from work, Simon loves to travel with his partner, Justyna, and his children, Olivia and Melissa. Like his co-directors, when time permits, Simon enjoys playing golf.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.